5387 results found
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Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
3 votesValeryia Baranava responded
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Notion
Notion integration
8 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 votes -
5 votes
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Editing signing order from the Send document window
The option to edit signing order from the Send document window.
6 votes -
Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR16 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
6 votes -
Option to show the paid amount on the completed document
- On the PDf of the completed document the paid amount will show up.
1 vote -
Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)
Option to view details of when emails was sent with copies of fully signed documents
- Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
1 vote -
word wrap options once added in the radio button field
word wrap options once added in the radio button field
9 votes -
Ability to download content library items as Word docs
"Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"
8 votes -
Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
9 votes -
1 vote
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download the files added to collect files field via API
download the files added to collect field via API
1 vote -
Ability to share Product catalog with contacts without a PandaDoc account
It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.
3 votes -
5 votes
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Invoices with built in due dates, amounts due, and reminders
The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.
1 vote -
1 vote
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Add multiple images for each item in Quote Builder at the same time
Add multiple images for each item in Quote Builder at the same time
1 vote -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
9 votes
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